Configure the Scheduled state

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Administrators can optionally choose to enable the Scheduled state flow for work orders and work order tasks.

    Before you begin

    Role required: wm_admin

    Procedure

    1. Navigate to Field Service > Administration > Configuration.
    2. Select the Assignment tab.
    3. Select Use scheduled state.
      Note:
      When Dispatch queue is turned off, Use scheduled state is automatically turned off. ​When Dispatch queue is enabled, Use scheduled state is NOT automatically enabled.
    4. Click Save.
    5. Navigate to Field Service > Administration > Properties.
    6. Scroll down to the Update task state from Scheduled to Assigned when the scheduled start is within specified hours from current time property and modify this property to define when a work order task should be dispatched (move from Scheduled to Assigned).
      The default number is 12, which means any task scheduled within the next 12 hours is in the Assigned state.
    7. Click Save.

    Result

    • On a work order form, the following occurs:
      • A new state Scheduled appears between Ready For Dispatch and Assigned if qualification is not enabled.
      • A new state Scheduled appears between Qualified and Assigned if qualification is enabled.
    • On a work order task form, a new state Scheduled appears between Pending Dispatch and Assigned.
    Note:
    If you turn the Use scheduled state property off, a warning appears indicating that tasks have moved from Scheduled to Assigned. Consequently, all work order tasks that are in the Scheduled state are moved to the Assigned state.​